POPULARITY
Hosted By: Nancy Hecht CFP® and Joe Bert CFP® Nancy Hecht CFP® and Joe Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to: 1-844-220-0965 Nancy@FinancialGroup.com • Joe@FinancialGroup.com The post Four Decades of Change: How the Markets Have Evolved appeared first on On The Money Podcast.
Hosted By: Joe Bert CFP® and Chris Toadvine CFP® Joe Bert CFP® and Chris Toadvine CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to: 1-844-220-0965 Joe@FinancialGroup.com • Chris@FinancialGroup.com The post FOMO: The Cost of Chasing Headlines & Hype appeared first on On The Money Podcast.
Hosted By: Rodney Ownby CFP® & Joe Bert CFP® Rodney Ownby CFP® and Joe Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to: 1-844-220-0965 Rodney@FinancialGroup.com • Joe@FinancialGroup.com The post How Affordable Will Your New Home Purchase Be in 2026 appeared first on On The Money Podcast.
Hosted By: Grant Kennedy CFP® & Aaron Bert CFP® Grant Kennedy CFP® and Aaron Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to: 1-844-220-0965 G.Kennedy@FinancialGroup.com • Aaron@FinancialGroup.com The post How to Build Generational Wealth: Baby Boomers and Silent Generation appeared first on On The Money Podcast.
Hosted By: Davis Hingtgen CFP® & Joe Bert CFP® Davis Hingtgen CFP® and Joe Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to: 1-844-220-0965 D.Hingtgen@FinancialGroup.com • J.Bert@FinancialGroup.com The post How AI is Changing Personal Finance appeared first on On The Money Podcast.
Hosted By: Jessica Hall CFP® and Adam Jones CFP® Jessica Hall CFP® and Adam Jones CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to: 1-844-220-0965 J.Hall@FinancialGroup.com • A.jones@FinancialGroup.com The post Beyond the Piggy Bank: Choosing the Right Savings Account for Your Child appeared first on On The Money Podcast.
Hosted By: Joe Bert CFP® & Wynn Smith CFP® Joe Bert CFP® and Wynn Smith CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to: 1-844-220-0965 Joe@FinancialGroup.com • Wynn@FinancialGroup.com The post Common Investor Biases-What you don't know will hurt you! appeared first on On The Money Podcast.
Hosted By: Charles Curry CFP® & Joe Bert CFP® Charles Curry CFP® and Joe Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to: 1-844-220-0965 Charles@FinancialGroup.com • Joe@FinancialGroup.com The post America’s 250th appeared first on On The Money Podcast.
Hosted By: Joe Bert CFP® and Chris Toadvine CFP® Joe Bert CFP® and Chris Toadvine CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to: 1-844-220-0965 Joe@FinancialGroup.com • Chris@FinancialGroup.com The post If your portfolio were an outfit, how would you look? appeared first on On The Money Podcast.
Hosted By: Nancy Hecht CFP® and Joe Bert CFP® Nancy Hecht CFP® and Joe Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to: 1-844-220-0965 Nancy@FinancialGroup.com • Joe@FinancialGroup.com The post The good, the bad, and the funny! Advice from Dads about money. appeared first on On The Money Podcast.
Hosted By: Davis Hingtgen CFP® & Dillon Little CFP® Davis Hingtgen CFP® and Dillon Little CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to: 1-844-220-0965 D.Hingtgen@FinancialGroup.com • D.Little@FinancialGroup.com The post Commonly Missed Items in a Financial Plan appeared first on On The Money Podcast.
Hosted By: Adam Jones CFP® & Joe Bert CFP® Adam Jones CFP® and Joe Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to: 1-844-220-0965 A.Jones@FinancialGroup.com • Joe@FinancialGroup.com The post IPOs: What are they and what do they mean for you? appeared first on On The Money Podcast.
Hosted By: Grant Kennedy CFP® & Aaron Bert CFP® Grant Kennedy CFP® and Aaron Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to: 1-844-220-0965 G.Kennedy@FinancialGroup.com • Aaron@FinancialGroup.com The post How to Build Generational Wealth: Millennials and Gen X appeared first on On The Money Podcast.
Hosted By: Justin Spitler CFP® & Joe Bert CFP® Justin Spitler CFP® and Joe Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to: 1-844-220-0965 J.Spitler@FinancialGroup.com • Joe@FinancialGroup.com The post Back to the Future: Financial advice for my younger self appeared first on On The Money Podcast.
Hosted By: Jessica Hall CFP® and Chris Toadvine CFP® Jessica Hall CFP® and Chris Toadvine CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to: 1-844-220-0965 J.Hall@FinancialGroup.com • Chris@FinancialGroup.com The post Why Comparison Is Financially Destructive appeared first on On The Money Podcast.
Hosted By: Joe Bert CFP® & Wynn Smith CFP® Joe Bert CFP® and Wynn Smith CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to: 1-844-220-0965 Joe@FinancialGroup.com • Wynn@FinancialGroup.com The post Interview questions for a Financial Advisor appeared first on On The Money Podcast.
Hosted By: Joe Bert CFP® & Aaron Bert CFP® & Charles Curry CFP® Joe Bert CFP® and Aaron Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to: 1-844-220-0965 Joe@FinancialGroup.com • Aaron@FinancialGroup.com • Aaron@FinancialGroup.com The post SPECIAL 2-HOUR BROADCAST appeared first on On The Money Podcast.
Hosted By: Joe Bert CFP® and Chris Toadvine CFP® Joe Bert CFP® and Chris Toadvine CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to: 1-844-220-0965 Joe@FinancialGroup.com • Chris@FinancialGroup.com The post Top 3 Planning Concerns I've Heard this Year appeared first on On The Money Podcast.
Hosted By: Nancy Hecht CFP® and Joe Bert CFP® Nancy Hecht CFP® and Joe Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to: 1-844-220-0965 Nancy@FinancialGroup.com • Joe@FinancialGroup.com The post All The Things 67 Can Bring appeared first on On The Money Podcast.
Hosted By: Joe Bert CFP® & Aaron Bert CFP® Joe Bert CFP® and Aaron Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to: 1-844-220-0965 Joe@FinancialGroup.com • Aaron@FinancialGroup.com The post Those Who Plan Don’t Panic appeared first on On The Money Podcast.
Hosted By: Nancy Hecht CFP® and Joe Bert CFP® Nancy Hecht CFP® and Joe Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to: 1-844-220-0965 Nancy@FinancialGroup.com • Joe@FinancialGroup.com The post How to Turn a Trump Account into a Tax-Free Fortune appeared first on On The Money Podcast.
Hosted By: Joe Bert CFP® & Grant Kennedy CFP® Joe Bert CFP® and Grant Kennedy CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to: 1-844-220-0965 Joe@FinancialGroup.com • G.Kennedy@FinancialGroup.com The post How to Build Generational Wealth appeared first on On The Money Podcast.
Hosted By: Joe Bert CFP® & Dillon Little CFP® Joe Bert CFP® and Dillon Little CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to: 1-844-220-0965 Joe@FinancialGroup.com • D.Little@FinancialGroup.com The post How Could Inflated Oil Prices Affect Economies? appeared first on On The Money Podcast.
Hosted By: Charles Curry CFP® & Joe Bert CFP® Charles Curry CFP® and Joe Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to: 1-844-220-0965 Charles@FinancialGroup.com • Joe@FinancialGroup.com The post Tax Savvy Moves To Make Before April 15th appeared first on On The Money Podcast.
Hosted By: Joe Bert CFP® & Wynn Smith CFP® Joe Bert CFP® and Wynn Smith CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to: 1-844-220-0965 Joe@FinancialGroup.com • Wynn@FinancialGroup.com The post Financial Ozempic: You can never be too rich or too thin. appeared first on On The Money Podcast.
Hosted By: Joe Bert CFP® & Dave Balakrishnan CFP® Joe Bert CFP® and Dave Balakrishnan CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to: 1-844-220-0965 Joe@FinancialGroup.com • D.Balakrishnan,@FinancialGroup.com The post Scam Busters: The Retirement Edition appeared first on On The Money Podcast.
Hosted By: Joe Bert CFP® CPA and Chris Toadvine CFP® Joe Bert CFP® CPA and Chris Toadvine CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to: 1-844-220-0965 Joe@FinancialGroup.com • Chris@FinancialGroup.com The post Smart Ways to Give to Charity appeared first on On The Money Podcast.
Hosted By: Nancy Hecht CFP® CPA and Joe Bert CFP® Nancy Hecht CFP® CPA and Joe Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to: 1-844-220-0965 Nancy@FinancialGroup.com • Joe@FinancialGroup.com The post Love and Finances appeared first on On The Money Podcast.
Hosted By: Joe Bert CFP® CPA and Chris Toadvine CFP® Joe Bert CFP® CPA and Chris Toadvine CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to: 1-844-220-0965 Joe@FinancialGroup.com • Chris@FinancialGroup.com The post Will Your Life Insurance Be There When You Need It? appeared first on On The Money Podcast.
Hosted By: Rodney Ownby CFP® & Joe Bert CFP® Rodney Ownby CFP® and Joe Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to: 1-844-220-0965 Rodney@FinancialGroup.com • Joe@FinancialGroup.com The post What's Happening with Silver? appeared first on On The Money Podcast.
Hosted By: Nancy Hecht CFP® CPA and Joe Bert CFP® Nancy Hecht CFP® CPA and Joe Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to: 1-844-220-0965 Nancy@FinancialGroup.com • Joe@FinancialGroup.com The post Insights From My Clients appeared first on On The Money Podcast.
In this astonishing wake-up call of an episode, Rob sits down with entrepreneur, YouTuber, investor, and financial educator, Mark Tilbury, to crack open one of the most sinister forms of mind control currently being operated in the open today - the financial money matrix used by the powers on high to inhibit your freedoms. Mark and Rob discuss the shocking rates of tax being forced upon the high earners and why this is terrible for growth, the dark reasons behind why these systems have been put in place, and the secret method that you can use to set yourself free... BEST MOMENTS “People think their money is safe, but you're agreeing to lose money by leaving it there” "The last thing the matrix wants is for you to be free…” “I am working 70& of my life for the government!” Exclusive community & resources: For more EXCLUSIVE & unfiltered content to make, manage & multiply more money, join our private online education platform: Money.School → https://money.school And if you'd like to meet 7 & 8 figure entrepreneurs, & scale to 6, 7 or 8 figures in your business or personal income, join us at our in-person Money Maker Summit Event (including EXCLUSIVE millionaire guests/masterminds sessions) → https://robmoore.live/mms
In this explosive discussion, the future of financial autonomy is under fire. As major retailers ban cash and governments push for Central Bank Digital Currencies (CBDCs), Rob investigates the dark reality of a cashless society. Is "convenience" merely a Trojan horse for total state surveillance? From BlackRock's shadow over the economy to the looming threat of "programmable" money, this episode exposes how the elite plan to control your every move by controlling your ability to spend. BEST MOMENTS "Think what cash is: cash is privacy, cash is freedom... If you have no freedom and no privacy, you can be completely controlled." "The Central Bank Digital Currency is just the next layer of control... The easiest way to stop you leaving the country is just to shut your bank account. Don't even need to do it with a passport." "The motive for all banks and all major corporations is maximum shareholder value. It's not maximum human interest... it's profit at all costs." Exclusive community & resources: For more EXCLUSIVE & unfiltered content to make, manage & multiply more money, join our private online education platform: Money.School → https://money.school And if you'd like to meet 7 & 8 figure entrepreneurs, & scale to 6, 7 or 8 figures in your business or personal income, join us at our in-person Money Maker Summit Event (including EXCLUSIVE millionaire guests/masterminds sessions) → https://robmoore.live/mms
Hosted By: Charles Curry CFP® & Joe Bert CFP® Charles Curry CFP® and Joe Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to: 1-844-220-0965 Charles@FinancialGroup.com • Joe@FinancialGroup.com The post New Year's Resolutions: 10 Steps to Master Your Money in 2026 appeared first on On The Money Podcast.
Robert Kiyosaki and business experts warn that the biggest crash in human history hasn't just been predicted—it's already started. From the "Great Reset" to the shadow moves of billionaires like Warren Buffett, the global economy is being re-engineered before our eyes. This episode breaks down why the masses are about to lose everything and the exact physical assets you need to hold to thrive while the banking system burns BEST MOMENTS "Make no mistake, the financial apocalypse is coming... Robert Kiyosaki believes that this will be the biggest crash in history. In fact, he believes it's already started". "Banks can take money directly from your bank account. I have had banks take hundreds of thousands of pounds off of me directly without asking me and without telling me... This stuff is not George Orwell 1984; it is 2026". "Billionaires, they buy gold and silver and they hope it doesn't go up in value. So it's a hedge against a property crash, a stock market crash, and an economic crash". Exclusive community & resources: For more EXCLUSIVE & unfiltered content to make, manage & multiply more money, join our private online education platform: Money.School → https://money.school And if you'd like to meet 7 & 8 figure entrepreneurs, & scale to 6, 7 or 8 figures in your business or personal income, join us at our in-person Money Maker Summit Event (including EXCLUSIVE millionaire guests/masterminds sessions) → https://robmoore.live/mms
Hosted By: Joe Bert CFP® & Wynn Smith CFP® Joe Bert CFP® and Wynn Smith CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to: 1-844-220-0965 Joe@FinancialGroup.com • Wynn@FinancialGroup.com The post Important Financial Numbers appeared first on On The Money Podcast.
The era of the high street is over. As physical storefronts crumble under soaring rates and ghost-town foot traffic, a new breed of entrepreneur is seizing the wreckage. Rob breaks down the brutal reality of the 2026 economic landscape, revealing why your local gym is failing, why AI is the ultimate "get rich" side hustle, and how you can buy a multi-million dollar bank for pennies on the pound. This is the blueprint for surviving the death of social media and the birth of the high-ticket human connection BEST MOMENTS "No one's really going to the town centre like they used to anymore." "Implementation is a scarce resource... information is a commodity. You could be an AI agency where you could coach and mentor people on how to use AI well." “The problem equals the opportunity." Exclusive community & resources: For more EXCLUSIVE & unfiltered content to make, manage & multiply more money, join our private online education platform: Money.School → https://money.school And if you'd like to meet 7 & 8 figure entrepreneurs, & scale to 6, 7 or 8 figures in your business or personal income, join us at our in-person Money Maker Summit Event (including EXCLUSIVE millionaire guests/masterminds sessions) → https://robmoore.live/mms
Hosted By: Joe Bert CFP® & Dave Balakrishnan CFP® Joe Bert CFP® and Dave Balakrishnan CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to: 1-844-220-0965 Joe@FinancialGroup.com • D.Balakrishnan,@FinancialGroup.com The post Where There's a Will, There's a Way appeared first on On The Money Podcast.
Think you need a fortune to make a fortune? Think again. Rob pulls back the curtain on the "Save, Invest, Multiply" strategy that turns modest savings into a financial empire. From the hidden power of silver to the million-dollar potential of information-based businesses, this episode reveals the high-stakes secrets the banks don't want you to know! BEST MOMENTS "I remember looking at Ferrari 355 Spiders for 30 grand. Now they're 90 grand... you're never going to get one for 30 grand ever again." "Information doesn't need premises, loans, stock, or overhead... you could turn $100 into a million dollars." "Invest for freedom, choice, and profit—because if you don't risk anything, you risk everything." Exclusive community & resources: For more EXCLUSIVE & unfiltered content to make, manage & multiply more money, join our private online education platform: Money.School → https://money.school And if you'd like to meet 7 & 8 figure entrepreneurs, & scale to 6, 7 or 8 figures in your business or personal income, join us at our in-person Money Maker Summit Event (including EXCLUSIVE millionaire guests/masterminds sessions) → https://robmoore.live/mms
This episode is a replay from when Georgie was a guest on the She’s On The Money Podcast with Victoria Devine and it’s one of those conversations that goes way deeper than surface-level success. Georgie shares the full behind-the-scenes story of leaving corporate law, trusting her intuition, and building Naked Harvest into an eight-figure business - without investors, without a business background, and without sacrificing her values. Together, Georgie and Victoria unpack what it actually takes to scale a brand: the financial reality, the nervous system work, the mindset shifts, and the power of building a community that truly trusts you. This episode is for you if you’ve ever felt called to do things differently and needed permission to trust yourself. Listen to the full episode here Find out more about 'She's On The Money' here LINKS: Sign up to our LIVE ROUND of 'Your Magnetic Blueprint' for 2026 starting Jan 1st here Sign up to The Abundance Academy - our 30 day money mindset course here Download our FREE 2025 GOALS AUDIT workbook here Get a free 7 day trial to our mindset & nervous system regulation app, RISE. Explore all of our courses and products hereSee omnystudio.com/listener for privacy information.
Hosted By: Nancy Hecht CFP® CPA and Joe Bert CFP® Nancy Hecht CFP® CPA and Joe Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to: 1-844-220-0965 Nancy@FinancialGroup.com • Joe@FinancialGroup.com The post Refocusing Your Finances In 2026 appeared first on On The Money Podcast.
The wealthy don't manage money the way you've been taught! Learn the seven critical accounts—not just savings, but investing platforms and specialised tax wrappers—that the 1% use to grow and protect their wealth. Discover the number one rule of compounding, why your bank is actively making you poorer, and how to get rich by observing and mimicking the money habits of the elite BEST MOMENTS "I do not save most of my money in a bank savings account. I use an investing platform like Hargreaves Lansdown... For me, I've always seen my stock market portfolio as my savings account." "The maximum you want to leave in a current account would be three months' expenses... Every day your money is in a current account... you are losing 3%, 4%, or 5% a year in interest." "The number one rule of compounding is to not interrupt it... So if you interrupt it and you draw your dividends out at the start, you're going to lose compounding." Exclusive community & resources: For more EXCLUSIVE & unfiltered content to make, manage & multiply more money, join our private online education platform: Money.School → https://money.school And if you'd like to meet 7 & 8 figure entrepreneurs, & scale to 6, 7 or 8 figures in your business or personal income, join us at our in-person Money Maker Summit Event (including EXCLUSIVE millionaire guests/masterminds sessions) → https://robmoore.live/mms
Hosted By: Rodney Ownby CFP® & Joe Bert CFP® Rodney Ownby CFP® and Joe Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to: 1-844-220-0965 Rodney@FinancialGroup.com • Joe@FinancialGroup.com The post What's Happening to Affordable Healthcare? appeared first on On The Money Podcast.
The UK is in a self-inflicted collapse following the Labour budget, with a record exodus of 700,000 people in six months. This analysis exposes the £70 billion tax grab funding an unprecedented £330 billion welfare state, arguing the nation now "rewards people for not working and penalises for working." Discover the shocking financial realities, including a national debt costing every taxpayer £3,800 annually in interest alone, as the UK spirals into extreme socialism BEST MOMENTS "Doesn't it now feel like in the UK that you are rewarded for not working and you are penalized for working?" "The top 1% tax earners... now pay over 30% of all tax revenue in the UK." "The average earner... pays £3,800 just in government debt national debt interest. Not repayment, just interest." Exclusive community & resources: For more EXCLUSIVE & unfiltered content to make, manage & multiply more money, join our private online education platform: Money.School → https://money.school And if you'd like to meet 7 & 8 figure entrepreneurs, & scale to 6, 7 or 8 figures in your business or personal income, join us at our in-person Money Maker Summit Event (including EXCLUSIVE millionaire guests/masterminds sessions) → https://robmoore.live/mms
Hosted By: Joe Bert CFP® CPA and Chris Toadvine CFP® Joe Bert CFP® CPA and Chris Toadvine CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to: 1-844-220-0965 Joe@FinancialGroup.com • Chris@FinancialGroup.com The post Five Planning Questions to Answer Before Year-End appeared first on On The Money Podcast.
Hosted By: Joe Bert CFP® & Dave Balakrishnan CFP® Joe Bert CFP® and Dave Balakrishnan CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to: 1-844-220-0965 Joe@FinancialGroup.com • D.Balakrishnan,@FinancialGroup.com The post Roth Conversions – Is it something I should consider? appeared first on On The Money Podcast.
Want to monetise your passion? Stop overthinking! Learn the 8-figure, 7-step 'S' system—from Subject to Surprise—that moves clients up a lucrative staircase. Discover why a low-cost, high-value offer is the most important step, how to use social media for easy attraction, not repulsion, and why you should over-promise and over-over-deliver to create a community for life. BEST MOMENTS "You could say I've got a seven-step, eight-figure... well, I mean, hundreds of millions, that's a nine-figure system." "The first purchase is the hardest purchase, but once you've got it, you've got it, and probably 90% of the skepticism is gone." "I actually don't agree with under-promise and over-deliver. I think you should over-promise and over-over-deliver." Exclusive community & resources: For more EXCLUSIVE & unfiltered content to make, manage & multiply more money, join our private online education platform: Money.School → https://money.school And if you'd like to meet 7 & 8 figure entrepreneurs, & scale to 6, 7 or 8 figures in your business or personal income, join us at our in-person Money Maker Summit Event (including EXCLUSIVE millionaire guests/masterminds sessions) → https://robmoore.live/mms
Hosted By: Gary Abely CFP® & Aaron Bert CFP® Gary Abely CFP® and Aaron Bert CFP® take your calls and provide expert answers to your questions on AM580 WDBO. Submit your questions to: 1-844-220-0965 Gary@FinancialGroup.com • Aaron@FinancialGroup.com The post Are value stocks a better value in today's stock market? How about international stocks vs. U.S. Stocks? appeared first on On The Money Podcast.
Hosted By: Nancy Hecht CFP® CPA and Joe Bert CFP® Nancy Hecht CFP® CPA and Joe Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to: 1-844-220-0965 Nancy@FinancialGroup.com • Joe@FinancialGroup.com The post This Made My Client Cry…and It Was a Good Thing appeared first on On The Money Podcast.
Hosted By: Joe Bert CFP® CPA and Chris Toadvine CFP® Joe Bert CFP® CPA and Chris Toadvine CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to: 1-844-220-0965 Joe@FinancialGroup.com • Chris@FinancialGroup.com The post Year-End Giving…What, When & How? appeared first on On The Money Podcast.